Triad Advisors, LLC
Triad Advisors, LLC (CRD# 25803) is a financial advisory firm headquartered in Norcross, GA. They manage $2,248,734,411 in 10,769 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management2,249MILLION
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Total Number of Accounts10,769ACCOUNTS
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Average Account Value$208,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
William Goodlad (CRD# 1356496) is an Investment Advisor Representative working at Triad Advisors, LLC in North Palm Beach, FL and has over 37 years of experience in the finance industry.
Jory Head (CRD# 6645071) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 6 years of experience in the finance industry.
David Hicks (CRD# 733045) is an Investment Advisor Representative working at Triad Advisors, LLC in Baltimore, MD and has over 36 years of experience in the finance industry.
Raymond Hines (CRD# 4352326) is an Investment Advisor Representative working at Triad Advisors, LLC in Waycross, GA and has over 22 years of experience in the finance industry. Raymond Hines has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Irving (CRD# 856675) is an Investment Advisor Representative working at Triad Advisors, LLC in Parsippany, NJ and has over 26 years of experience in the finance industry.
Jennifer Johnston (CRD# 4620079) is an Investment Advisor Representative working at Triad Advisors, LLC in Cumming, GA and has over 20 years of experience in the finance industry. Jennifer Johnston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daryl Jones (CRD# 3212977) is an Investment Advisor Representative working at Triad Advisors, LLC in Orlando, FL and has over 24 years of experience in the finance industry.
Gregory Kalosieh (CRD# 3182645) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 9 years of experience in the finance industry.
Kevin Kelly (CRD# 4181673) is an Investment Advisor Representative working at Triad Advisors, LLC in Independence, OH and has over 23 years of experience in the finance industry.
Gloria Koester (CRD# 2749527) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 21 years of experience in the finance industry.